Stack Financial Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stack Financial Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Sell	1,715 -313	-15%	-$54.4K	0.02%	50
2026 Q1	$328K	Sell	2,028 -408	-17%	-$68.5K	0.02%	48
2025 Q4	$378K	Buy	2,436 +266	+12%	+$40.9K	0.03%	51
2025 Q3	$335K	Buy	2,170 +40	+2%	+$6.06K	0.03%	46
2025 Q2	$314K	Sell	2,130 -9	-0.4%	-$1.23K	0.03%	46
2025 Q1	$280K	Buy	2,139 +208	+11%	+$28.1K	0.02%	48
2024 Q4	$254K	Buy	1,931 +18	+0.9%	+$2.48K	0.02%	46
2024 Q3	$259K	Sell	1,913 -105	-5%	-$13.3K	0.02%	44
2024 Q2	$246K	Sell	2,018 -174	-8%	-$21.4K	0.02%	46
2024 Q1	$276K	Sell	2,192 -915	-29%	-$108K	0.03%	45
2023 Q4	$354K	Sell	3,107 -345	-10%	-$36.2K	0.04%	41
2023 Q3	$350K	Buy	3,452 +172	+5%	+$18.4K	0.04%	39
2023 Q2	$352K	Buy	+3,280	New	+$330K	0.04%	38
2022 Q1	–	Sell	-3,497	Closed	-$370K	–	53
2021 Q4	$370K	Buy	+3,497	New	+$363K	0.03%	49
2020 Q3	–	Sell	-3,434	Closed	-$236K	–	51
2020 Q2	$236K	Buy	+3,434	New	+$223K	0.03%	51
2020 Q1	–	Sell	-2,652	Closed	-$216K	–	51
2019 Q4	$216K	Sell	2,652 -35	-1%	-$2.79K	0.02%	49
2019 Q3	$209K	Buy	+2,687	New	+$206K	0.02%	47
2019 Q1	–	Sell	-3,731	Closed	-$240K	–	49
2018 Q4	$240K	Buy	+3,731	New	+$264K	0.03%	49

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stack Financial Management's XLI Position: Q2 2026 in Review

Stack Financial Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2026, selling an estimated $54.4K and leaving 1,715 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #50.

Stack Financial Management first reported a position in XLI in Q4 2018 and has held it in 18 quarters since. The position peaked at $378K in Q4 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Stack Financial Management held 1,715 shares of State Street Industrial Select Sector SPDR ETF worth $318K as of Q2 2026.
Stack Financial Management sold 313 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $54.4K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Stack Financial Management's portfolio in Q2 2026, its #50 holding.
Stack Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 18 quarters since.
Stack Financial Management's State Street Industrial Select Sector SPDR ETF position peaked at $378K in Q4 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.